Tax Checklist

Don't Wait Until Filing Day to Get Ready.

Get your First Class Tax Preparation checklist and see what information to have ready before starting your return.

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Your First-Class Tax Filing Checklist

Everything to have ready

  • Valid photo ID
  • Social Security numbers or ITINs
  • W-2 forms
  • 1099 forms
  • Self-employment records
  • Dependent information
  • Childcare or education documents, if applicable
  • Other applicable income and deduction records
  • Direct deposit information
  • Prior-year tax return, if available

Have everything ready? Let's get your taxes started.

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Additional documents may be required depending on your tax situation.
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